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TD Asset Management - Investment Management Rotational Analyst

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TD Bank

Aug 9, 2024

  • Internship
    Full-time
    Placement Program
  • Toronto
  • Quick Apply

AI generated summary

  • You must be graduating by June 2025 with a relevant degree, possess strong communication, analytical, and organizational skills, and ideally, have financial modeling and coding experience.
  • You will analyze portfolio risks, create client reports, participate in due diligence, update research, support investment strategy, and enhance internal tools and processes in a collaborative team.

Requirements

  • The candidate must be enrolled in the final year of studies and on track for graduation by June 2025 with an undergraduate degree.
  • The ideal candidate will possess:
  • Graduating from an Undergraduate program in 2025, with the pursuit of a CFA designation considered an asset
  • Excellent Communication Skills – both written and verbal
  • Business, finance, mathematics or quantitative skills
  • Strong working knowledge of Microsoft Office products (Excel, PowerPoint and Word)
  • Experience in financial modeling and coding (ex. Python) would be an asset
  • Proactive attitude, demonstrated ability and desire to work in a vigorous, fast-paced environment
  • Organizational skills with the ability to prioritize, multi-task and maintain attention to detail under demanding timelines
  • Strong foundation in business acumen, problem solving skills and analytical capabilities
  • Bilingual in French/English would be an asset
  • Specific Educational Requirements / Accreditations:
  • Degree in Business, Finance, Mathematics, Actuarial Science, or Economics

Responsibilities

  • Learn about the investment management industry and work in a collaborative team environment
  • Utilize strong quantitative and coding skills to accurately analyze portfolio risk exposures and strategy performance
  • Create client reports, prepare presentations for a variety of audiences, participate in the due diligence process
  • Complete complex financial analyses on client portfolios, companies and industries
  • Assist with building and reviewing internal models, tools, processes, policies, presentations, and other related materials; challenge team and improve the underlying processes of the functional area
  • Update / initiate / present research reports (equity or credit) to the investment management teams
  • Learn and participate in the research, analysis and implementation of investment ideas
  • Involve and support business strategy, risk assessment and product management
  • Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines

FAQs

Is this program available for undergraduate students?

Yes, the Investment Management Rotational Analyst program is specifically designed for undergraduate students in their final year of studies.

What is the duration of the rotational analyst assignment?

The anticipated duration of the assignment is normally between 18 to 24 months.

Where is the work location for this role?

The work location for this role is in Toronto, Canada.

What are the application requirements for this position?

The application requirements include a CV, cover letter, and transcript.

How many rounds of interviews are there, and what do they entail?

There are two rounds of interviews, which consist of a combination of behavioral assessments and a take-home case.

What are the expected working hours for this role?

The expected working hours for this role are 37.5 hours per week.

Are there any specific educational requirements for this position?

Yes, candidates must have a degree in Business, Finance, Mathematics, Actuarial Science, or Economics.

Is experience in coding required for this role?

While not required, experience in financial modeling and coding (e.g., Python) is considered an asset.

What skills are ideal for a candidate applying for this position?

Ideal candidates should have excellent communication skills, strong quantitative skills, familiarity with Microsoft Office products, and organizational skills to manage multiple tasks under demanding timelines.

Does the company support career development and training?

Yes, TD is committed to providing support for career development through regular conversations, training programs, and access to various mentoring opportunities.

Is bilingualism in French and English considered an asset?

Yes, being bilingual in French and English is considered an asset for this position.

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TD Bank

Finance
Industry
10,001+
Employees

Mission & Purpose

Headquartered in Toronto, Canada, the Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD had CDN$1.9 trillion in assets on July 31, 2023. TD also ranks among the world’s leading online financial services firms, with more than 16 million active online and mobile customers. TD offers a full range of financial products and services to over 27.5 million customers worldwide through four key business lines: - Canadian Personal and Commercial Banking including TD Canada Trust, Business Banking, and MBNA - U.S. Retail including TD Bank, America’s Most Convenient Bank, TD Auto Finance (U.S.), TD Wealth (U.S.) and TD’s investment in Schwab - Wealth Management & Insurance including TD Wealth (Canada), TD Direct Investing, and TD Insurance - Wholesale Banking including TD Securities and TD Cowen